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PodcastArt of Dental Finance & Management Podcast

Year-End Financial Planning for Dental Professionals

By Art Wiederman and Justin Patellaro, Director, Wealth Advisor | Sequoia Financial Group On Dec 30, 2024

In this episode of The Art of Dental Finance and Management,” Art is joined by Justin Patellaro, Wealth Advisor at Sequoia Financial Group, for a conversation on financial planning for dental professionals. Tune in to discover strategies for meeting your personal and professional financial goals, maximizing the impact of charitable giving, and setting yourself up for financial success in the new year.

Art Wiederman, CPA

Serving dental professionals for 35 years, Art Wiederman, CPA, is director of dental practices for Eide Bailly, one of the nation’s leading CPA firms. With special expertise in dental practice metrics and benchmarks, he oversees a variety of services, including accounting, tax and financial planning, retirement planning, and financial practice management. In addition to his podcast, Wiederman lectures nationally on dental accounting and financial management. He can be reached at awiederman@eidebailly.com.

Justin Patellaro, Director, Wealth Advisor | Sequoia Financial Group

As a wealth advisor, Justin draws from his extensive background in accounting and finance to craft personalized strategies that align with each client’s unique aspirations. He excels in complex financial scenarios, from helping tech entrepreneurs optimize stock options to structuring tax-efficient retirement plans for medical professionals. Justin takes pride in transforming intricate challenges into clear, actionable solutions that build and preserve wealth across generations.

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